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14 Days AgoSaved
In-Office
San Juan, PRI
60K-70K Annually
Senior level
60K-70K Annually
Senior level
Analytics • Consulting • Financial Services
Lead complex tax engagements, prepare and review Puerto Rico tax returns, develop Act 60 and other incentive strategies, prepare ASC 740 tax provisions, oversee compliance filings, conduct tax research, and advise clients while managing relationships and expectations.
14 Days AgoSaved
In-Office
San Juan, PRI
45K-55K Annually
Mid level
45K-55K Annually
Mid level
Analytics • Consulting • Financial Services
Manages key and national client accounts, serving as the primary contact and coordinating cross-functional projects. Responsibilities include client onboarding, relationship management, timeline and milestone tracking, issue resolution, compliance guidance, account growth, process improvement, performance reporting, and maintaining accurate client documentation. The role supports revenue growth and customer satisfaction while coordinating services related to finance, tax compliance, regulatory requirements, and access to capital.
Top Skills: Google CalendarGoogle WorkspaceMonday.Com
14 Days AgoSaved
In-Office
San Juan, PRI
Entry level
Entry level
Analytics • Consulting • Financial Services
Supports financial reporting, budgeting, financial statement analysis, market research, investment analysis, valuation, and complex financial modeling. Conducts audits and compliance reviews, maintains accurate records, and collaborates with cross-functional teams to provide financial insights and strategic recommendations. The role requires strong analytical, communication, and attention-to-detail skills, with preferred experience in investment banking, advanced Excel, financial software, or professional finance certifications.
Top Skills: ExcelQuickbooksSAP
14 Days AgoSaved
In-Office
San Juan, PRI
Mid level
Mid level
Analytics • Consulting • Financial Services
Manages key and national client relationships, coordinates cross-functional projects, oversees timelines and compliance guidance, supports onboarding, resolves issues, tracks account performance, and identifies opportunities for client growth. The role requires collaboration across service divisions, accurate documentation, process improvement, and bilingual English-Spanish communication. Success is measured through client satisfaction, project completion, compliance outcomes, and revenue growth.
Top Skills: Google CalendarGoogle WorkplaceMonday.Com
14 Days AgoSaved
In-Office
San Juan, PRI
45K-55K Annually
Senior level
45K-55K Annually
Senior level
Analytics • Consulting • Financial Services
Manages key and national client relationships, coordinates cross-functional projects, oversees timelines and milestones, supports regulatory and tax compliance guidance, handles onboarding and issue resolution, identifies account growth opportunities, improves processes, and reports on client and account performance. The role also develops sales strategies, supports product launches, and works to increase revenue and market share.
Top Skills: Google CalendarGoogle WorkspaceMonday.Com
14 Days AgoSaved
In-Office
San Juan, PRI
55K-65K Annually
Mid level
55K-65K Annually
Mid level
Analytics • Consulting • Financial Services
The Fund Accountant maintains general ledgers, reconciles accounts, calculates NAVs, allocates fund income and expenses, and prepares GAAP-compliant financial statements. Responsibilities include managing waterfall distributions and capital calls, coordinating audits and tax reporting, preparing K-1 data, supporting treasury activities, documenting controls, and improving QuickBooks-based processes. The role requires collaboration across multiple investment funds and entities.
Top Skills: IlpaExcelQuickbooksU.S. Gaap
14 Days AgoSaved
In-Office
San Juan, PRI
Mid level
Mid level
Analytics • Consulting • Financial Services
Supports private credit operations by managing deal documentation, compliance records, transaction workstreams, fund reporting, reconciliations, borrower reporting, covenant tracking, and portfolio monitoring. Coordinates with legal, accounting, fund administrators, advisors, and investment team members while maintaining audit-ready records, identifying discrepancies, and improving operational workflows.
Top Skills: Crm SystemsExcelMicrosoft Office SuiteMicrosoft WordProject Tracking Tools
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